TurboTax Discounts & Service Codes – March/April 2017

turbotax 2017 service codes and coupons


See all the discounts and coupons available for TurboTax Deluxe.

Without a doubt Deluxe is the most popular of all of TurboTax online products encompassing most common tax situations. This version of TurboTax is optimized for maximizing tax deductions and credits, but it doesn’t end there. Transfer last year information from TurboTax return and import your W-2s or 1099s and have TurboTax analyze, which of the 350 tax deductions and credits apply to your situation. And because filing taxes isn’t always a walk in the park, you will have access to expert advice with SmartLook – online chat with accredited CPAs and EAs. Get tips on how to improve your tax returns in the future, track year over year changes, how to benefit from homeownership, track and value items you donate, enjoy accurate preparation and efile with confidence.


See all the discounts and coupons available for TurboTax Premier.

TurboTax Premier goes a step further and covers tax situations that are less ordinary. It combines reporting multiple streams of revenue beginning with wages through investments and rental properties. To facilitate reporting of income you can import your W-2s or investment information, calculate cost basis of your stock purchases, and report bonds or ESPPs and other investments. TurboTax Premier will assist in setting up new rentals and ask all the related questions about income, expenses, deductions, improvements and repairs, and depreciation. TurboTax has been recognized for accurate tax calculations and guaranteeing maximum refund, which becomes critical for more complicated returns.


See all the discounts and coupons available for TurboTax Self-Employed.

TurboTax Self-Employed for is the latest addition to the line of online products offered by Intuit for 2017. It’s made specifically for freelancers, contractors, small business, or farm owners, and provides features that capture activities related to independent work. It also comes with one-year subscription to QuickBooks Self-Employed allowing you to track expenses as you go, automatically track mileage and store digital copies of your receipts.


Active military personnel can qualify to get a free copy of Turbotax Deluxe.

Individuals who serve in the military and earned less than $57,000 can qualify to file their federal tax returns for free using TurboTax Deluxe. Many states sponsor free state filing in which case you wouldn’t have to spend a dime reporting your income. The software automatically checks for all potential credits and deductions based on information you provided. It assures the maximum refund based on your circumstances and exactitude of the report. You can work on the form whenever you have spare time, save your work, and return to finish it later. Easily accessible step-by-step guidance, electronic filing, and direct deposit of your refund helps make filing your taxes a breeze.


See how you can qualify to get TurboTax for free with the Turbotax Free Edition.

This free version of TurboTax is best suited for taxpayers filing the simplest tax returns – either 1040EZ or 1040A – regardless of the amount of income earned in the prior year. If you meet this requirement you can enjoy quality and simplicity of TurboTax and ensure not only accuracy of your tax returns but also maximum possible refund. This free version supports import of W-2s from over 1 million participating companies. If you don’t work for one of them, take a picture of your W-2 and have TurboTax import and fill out all the required fields. There is plenty of support while filing the returns with online access to tax experts and tips on common tax situations. Free version not only lets you file federal but also state returns for free.

CD/Download Editions of TurboTax for 2017


See all the discounts and coupons available for TurboTax Basic.

If you expect to file a straightforward tax return but would still like a step-by-step guidance TurboTax Basic may the best option for you. This version will guide you through the entire process by asking questions related to the sources of your income and navigate through the latest tax laws. It can even save you some time by importing W-2s or prior year tax information. As you complete the return your federal and state refund amounts are displayed at all times. TurboTax stands by the accuracy of its calculations, so you can have peace of mind your tax return is prepared correctly and you receive the maximum refund possible.


See all the discounts and coupons available for TurboTax Deluxe.

Similar to the online version, Deluxe is the most popular of the download versions of TurboTax as it fits the needs of most people. It helps to speed up the filing process by importing your income details from W-2s or 1099s and import your information from prior year tax return filed with TurboTax, TaxAct or H&R Block CD/Download. TurboTax checks over 350 deductions and credits – including education tax credits and home ownership costs – guaranteeing maximum refund and correct calculations. As you prepare your return you know the current level of your refund and what is your level of audit risk.


See all the discounts and coupons available for TurboTax Premier.

For people who generate income from investments or rental properties Intuit recommends TurboTax Premier. It includes all the features necessary to report income earned a traditional way – think W-2s or 1099s – and scan for applicable credits and deductions. Premier assists in maximizing your IRA savings, provides guidance and support with employee stock plans, other investment income such as stocks, bonds, royalties or mutual funds, helps setting up new rentals and provides extra guidance for homeowners. This version also includes phone support from tax experts to get you through the process and ensure accuracy of your tax returns. With Premier you are entitled to one state download and five federal efiles.


See all the discounts and coupons available for TurboTax Home & Business.

Regardless of complexity of your tax return, TurboTax has a product to fit your needs. For taxpayers generating personal and self-employment income – contractors, freelancers, and consultants – Intuit recommends Home & Business edition. Unique to this version are some of the following features: guidance on deductions related to start-up costs for a new business, creation of W-2s and 1099s for employees and contractors, and additional help with home office, vehicle, phone and supplies deductions. You can also evaluate amount of your donations with ItsDeductible and plan and maximize next year’s tax refund with MyAnalysis&Advice tool. All those complex situations are backed by 100% accurate calculations with TurboTax committed to payment of any IRS or state penalties or interest in case of erroneous calculations on its part.


See all the discounts and coupons available on TurboTax Business.

This edition is the ideal choice for corporations (types C and S), LLCs, and partnerships, with revenues up to $250,000 and employing up to 5 people. Besides the step-by-step guide, access to expert advice and community of users, biggest refund guarantee, accurate calculations, audit help and preparedness, Business edition offers several particular benefits. The software supports forms 1065, 1120S, 1120C, and 1041 and helps create forms K-1, W-2, 1099-MISC, 1099-INT, 1099-DIV, and automatically prepares state business returns. It offers extended help with deductions such as vehicle expenses, business supplies, travel, advertising, and how to manage assets purchases. The software is compatible with QuickBooks and allow for easy import of tax related information and its appropriate classification. Like all other TurboTax versions, this one also includes efile option.

FAQ’s:

Who can I claim as a dependent?

To determine whether you can claim someone as a dependent and claim an exemption, the person has to meet certain criteria. Note that a dependent can be a child, relative or even your parent.

All dependents have to be U.S. citizens, nationals or resident aliens. They also need either a social security number or any other formal identification number recognized by the IRS, such as Individual Taxpayer Identification Number or Adoption Taxpayer Identification Number. Dependents can also file taxes – even as married filing jointly – but only for the purpose of collecting a refund, not to settle a tax liability.

If you have dependent children, they have to live with you at least six months and you must provide more than 50% of their support. Typically they qualify as dependents until they are 18 years old, unless they attend school as full-time students. In that case dependency age extends until they are 24. They are required to be at school at least 5 months in a calendar year.

Adults can also be claimed as dependents. If for example your parents live with you and earned no more than $4,050 in 2016, they qualify as dependents. Note that no one else can claim them on their tax returns. It’s important to consider that your parents do not have to live with you – in fact it’s irrelevant where they live – but you must have paid half of their annual household expenses. If the adult you claim as dependent is not related to you, he/she must have been part of your household at least for one year.

How to downgrade your TurboTax version to the Freedom Edition?

Online tax preparation software products are set up to pick the most appropriate version for your needs. This process takes place when you answer different questions regarding your income, expenses, personal life, etc. Based on the answers, the software determines which tax forms you have to fill out and selects the product that covers those forms.

It’s possible that you arbitrarily pick a product only to realize that you can still file your taxes with a less expensive version. If you use TurboTax and began filing taxes using paid version and later realized that you can achieve the same with Freedom Edition, it is possible to switch.

Although there is no economic cost, there is time that cannot be recovered because in order to switch to Freedom Edition, all the information is wiped out and you have to start over.  It is important to know that there are some restrictions when it comes to the downgrade. You have to do it from a desktop or a mobile browser, not an app. You also won’t be able to downgrade if you made a payment or, in case of free users, registered the product before filing.

You can access the downgrade to Freedom Edition option from “My account.” Select “Clear & Start Over” and confirm that you want to clear all the information you had entered.

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